Understanding Self-Service Setup for Customers

Before customers can use self-service to access information, you must provide a method for them to:

  • Access item information.

  • Review account information.

  • Review existing orders and shipments.

  • Access product and warranty information.

  • Review information about existing calls.

  • Review service orders.

When you set up user profiles for customers, you can limit their access to only the self-service menus, based on their user IDs. Customers cannot use self-service to add or modify address book or customer master information.